As one of the leading providers specializing exclusively in performance measurement solutions, First Rate has been helping wealth management firms and financial service providers to measurably exceed expectations in analyzing and reporting investment results. We are highly regarded for our approach of understanding your investment process, data and internal review processes in order to recommend the best approach for delivering a performance solution that serves all aspects of your organization. First we listen and then use our solutions and experience to provide each client with results that fulfill their expectations of our partnership.
Our clients know that we are here for them. We see challenges through to their best possible conclusion. When other vendors fail to deliver solutions and give up, we provide hope, vision and solutions that work. The experience is beyond the simple delivery of a software solution or service. It truly becomes a relationship in which clients view First Rate as a trusted advisor who is there for them every day.
We are Your Performance Solution Partner™
First Rate provides leadership and direction for all aspects of investment performance measurement and analysis.
Our experienced and talented professionals understand the art and science of calculating and communicating investment results. Our software applications, technology insights, and support services simplify the complex nature of performance calculation and reporting for your institution. We support the entire investment process from understanding your unique challenges with data to reporting and analyzing investment results and portfolio values.
We understand the complexity and volume of data that an investment process entails. Our solutions help you quickly identify data issues that could create unreliable investment reporting and analysis. But our solutions are about more than just a reliable rate of return calculation - they are about having confidence in both your financial information and your investment review process to ensure that you can understand the source of your performance.
Our capabilities and creativity ensure that we deliver a solution specific to the needs of your organization.
Over time an organization may become comfortable with workaround solutions that end up stealing valuable resources and time. But if you can visualize a better solution, we can build it.
To turn your vision into reality, First Rate begins with a disciplined analysis, working with you to confirm your unique processes, resources, requirements, and opportunities. Only then do we identify our products and services that best fit your organization. And once we've built and delivered your solution, we constantly check in to ensure that your experience fulfills your expectations.
In short, our solutions free you to focus on your core business of managing your client’s wealth and developing relationships. As a result, First Rate's strategic, comprehensive approach to performance measurement benefits you with a flexible, custom experience that delivers measurable success.
A First Rate relationship increases your confidence in delivering accurate and timely performance reporting.
As a trusted advisor, we seek to interact with our clients in a manner that creates a paradigm shift, from a client-vendor relationship to a partnership that will last over time. We provide each client a dedicated support team, readily available to maximize success throughout the course of the program.